Proposals API | MSMEPulse developers

Proposal templates

GET /proposals/templates Leads, deals and proposals: read

Example

curl https://app.msmepulse.com/api/v1/proposals/templates \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN"

Answers 200 with the same data the MSMEPulse web app shows for it.

List proposals

GET /proposals Leads, deals and proposals: read

Example

curl https://app.msmepulse.com/api/v1/proposals \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN"

Answers 200 with the same data the MSMEPulse web app shows for it.

Create a draft proposal

POST /proposals Leads, deals and proposals: read and write

Request body

Field	Type	Required	Notes
`clientId`	string	Yes	at least 1 characters
`title`	string	Yes	3–150 characters
`issueDate`	string	Yes	format `^\d{4}-\d{2}-\d{2}$`
`validUntil`	string	Yes	format `^\d{4}-\d{2}-\d{2}$`
`currency`	"INR" \| "SGD" \| "USD" \| "EUR" \| "GBP" \| "AED" \| "AUD" \| "MYR" \| "CAD" \| "CHF" \| "HKD" \| "NZD"	Yes
`exchangeRate`	number or null
`intro`	string		up to 20000 characters
`terms`	string		up to 20000 characters
`lines`	array of object	Yes	at most 100 items
`lines[].description`	string	Yes	1–1000 characters
`lines[].quantity`	number	Yes	0.001 to 1000000
`lines[].unit`	string		up to 20 characters
`lines[].unitPrice`	integer	Yes	0 to …
`lines[].discount`	integer		0 to … · default `0`
`lines[].hsnSac`	string		up to 8 characters
`lines[].rateBps`	integer		0 to … · default `0`
`lines[].treatment`	"taxable" \| "exempt" \| "nil" \| "non_gst"		default `"taxable"`
`lines[].sgTaxCode`	"SR" \| "ZR" \| "ES" \| "OS"		default `"SR"`
`lines[].catalogueItemId`	string or null
`templateId`	string or null
`dealId`	string or null

Example

curl -X POST https://app.msmepulse.com/api/v1/proposals \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"clientId":"65f0c2a1b4e8d9f0a1b2c3d4","title":"Website rebuild","issueDate":"2026-10-26","validUntil":"2026-10-26","currency":"INR","lines":[{"description":"Rollout support","quantity":1,"unitPrice":100000}]}'

Answers 200 with the same data the MSMEPulse web app shows for it.

Work out a proposal's totals without saving it

POST /proposals/preview Leads, deals and proposals: read and write

Request body

Field	Type	Required	Notes
`clientId`	string	Yes	at least 1 characters
`title`	string	Yes	3–150 characters
`issueDate`	string	Yes	format `^\d{4}-\d{2}-\d{2}$`
`validUntil`	string	Yes	format `^\d{4}-\d{2}-\d{2}$`
`currency`	"INR" \| "SGD" \| "USD" \| "EUR" \| "GBP" \| "AED" \| "AUD" \| "MYR" \| "CAD" \| "CHF" \| "HKD" \| "NZD"	Yes
`exchangeRate`	number or null
`intro`	string		up to 20000 characters
`terms`	string		up to 20000 characters
`lines`	array of object	Yes	at most 100 items
`lines[].description`	string	Yes	1–1000 characters
`lines[].quantity`	number	Yes	0.001 to 1000000
`lines[].unit`	string		up to 20 characters
`lines[].unitPrice`	integer	Yes	0 to …
`lines[].discount`	integer		0 to … · default `0`
`lines[].hsnSac`	string		up to 8 characters
`lines[].rateBps`	integer		0 to … · default `0`
`lines[].treatment`	"taxable" \| "exempt" \| "nil" \| "non_gst"		default `"taxable"`
`lines[].sgTaxCode`	"SR" \| "ZR" \| "ES" \| "OS"		default `"SR"`
`lines[].catalogueItemId`	string or null
`templateId`	string or null
`dealId`	string or null

Example

curl -X POST https://app.msmepulse.com/api/v1/proposals/preview \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"clientId":"65f0c2a1b4e8d9f0a1b2c3d4","title":"Website rebuild","issueDate":"2026-10-26","validUntil":"2026-10-26","currency":"INR","lines":[{"description":"Rollout support","quantity":1,"unitPrice":100000}]}'

Answers 200 with the same data the MSMEPulse web app shows for it.

Get a proposal

GET /proposals/{id} Leads, deals and proposals: read

id

Example

curl https://app.msmepulse.com/api/v1/proposals/{id} \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN"

Answers 200 with the same data the MSMEPulse web app shows for it.

Replace a draft proposal

PUT /proposals/{id} Leads, deals and proposals: read and write

id

Request body

Field	Type	Required	Notes
`clientId`	string	Yes	at least 1 characters
`title`	string	Yes	3–150 characters
`issueDate`	string	Yes	format `^\d{4}-\d{2}-\d{2}$`
`validUntil`	string	Yes	format `^\d{4}-\d{2}-\d{2}$`
`currency`	"INR" \| "SGD" \| "USD" \| "EUR" \| "GBP" \| "AED" \| "AUD" \| "MYR" \| "CAD" \| "CHF" \| "HKD" \| "NZD"	Yes
`exchangeRate`	number or null
`intro`	string		up to 20000 characters
`terms`	string		up to 20000 characters
`lines`	array of object	Yes	at most 100 items
`lines[].description`	string	Yes	1–1000 characters
`lines[].quantity`	number	Yes	0.001 to 1000000
`lines[].unit`	string		up to 20 characters
`lines[].unitPrice`	integer	Yes	0 to …
`lines[].discount`	integer		0 to … · default `0`
`lines[].hsnSac`	string		up to 8 characters
`lines[].rateBps`	integer		0 to … · default `0`
`lines[].treatment`	"taxable" \| "exempt" \| "nil" \| "non_gst"		default `"taxable"`
`lines[].sgTaxCode`	"SR" \| "ZR" \| "ES" \| "OS"		default `"SR"`
`lines[].catalogueItemId`	string or null
`templateId`	string or null
`dealId`	string or null

Example

curl -X PUT https://app.msmepulse.com/api/v1/proposals/{id} \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"clientId":"65f0c2a1b4e8d9f0a1b2c3d4","title":"Website rebuild","issueDate":"2026-10-26","validUntil":"2026-10-26","currency":"INR","lines":[{"description":"Rollout support","quantity":1,"unitPrice":100000}]}'

Answers 200 with the same data the MSMEPulse web app shows for it.

Delete a draft proposal

DELETE /proposals/{id} Leads, deals and proposals: read and write

id

Example

curl -X DELETE https://app.msmepulse.com/api/v1/proposals/{id} \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN"

Answers 200 with the same data the MSMEPulse web app shows for it.

Copy a proposal

POST /proposals/{id}/duplicate Leads, deals and proposals: read and write

id

Example

curl -X POST https://app.msmepulse.com/api/v1/proposals/{id}/duplicate \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN"

Answers 200 with the same data the MSMEPulse web app shows for it.

Email a proposal for e-signature

POST /proposals/{id}/send Leads, deals and proposals: read and write

id

Request body

Field	Type	Required	Notes
`to`	string	Yes	an email address
`name`	string		up to 80 characters
`message`	string		up to 2000 characters

Example

curl -X POST https://app.msmepulse.com/api/v1/proposals/{id}/send \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"to":"someone@example.com"}'

Answers 200 with the same data the MSMEPulse web app shows for it.

Get the client's link to view and sign

POST /proposals/{id}/link Leads, deals and proposals: read and write

id

Example

curl -X POST https://app.msmepulse.com/api/v1/proposals/{id}/link \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN"

Answers 200 with the same data the MSMEPulse web app shows for it.

Start a new revision of a sent proposal

POST /proposals/{id}/revise Leads, deals and proposals: read and write

id

Example

curl -X POST https://app.msmepulse.com/api/v1/proposals/{id}/revise \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN"

Answers 200 with the same data the MSMEPulse web app shows for it.

Turn an accepted proposal into a project

POST /proposals/{id}/convert Projects and tasks: read and write

id

Request body

Field	Type	Required	Notes
`name`	string	Yes	2–120 characters
`as`	"milestones" \| "budget"		default `"milestones"`
`startDate`	string or null		format `^\d{4}-\d{2}-\d{2}$`

Example

curl -X POST https://app.msmepulse.com/api/v1/proposals/{id}/convert \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"name":"Nova Retail Pvt Ltd"}'

Answers 200 with the same data the MSMEPulse web app shows for it.

Download a proposal as a PDF

GET /proposals/{id}/pdf Leads, deals and proposals: read

id

Example

curl https://app.msmepulse.com/api/v1/proposals/{id}/pdf \
  -H "Authorization: Bearer $MSMEPULSE_TOKEN"

Answers 200 with the same data the MSMEPulse web app shows for it.